Sowell-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "JWN",
  "HYT",
  null,
  "MMSI",
  "PINS",
  "SE",
  "INSM",
  "ARES",
  "ITRI",
  "FLEX",
  "MPWR",
  "GRAB",
  "ARGX",
  "INMD",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
  "NLY",
  "PBR-A",
  "RJF",
  "AFG",
  "AQN",
  "BEP",
  "STRL",
  null,
  null,
  "RF",
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  "SMCI",
  "MQT",
  "ARM",
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  "MU",
  null,
  null,
  "LBRT",
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  null,
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  "MPLX",
  "ACN",
  null,
  null,
  "KBR",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
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  "APD",
  "BABA",
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  null,
  "MTSI",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
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  "VDE",
  "AXP",
  "JQC",
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  "AXL",
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  "AIG",
  "ASML",
  "T",
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  "EC",
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  null,
  null,
  "CAT",
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  "AVGO",
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  "LOW",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "LMNR",
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "IWV",
  null,
  null,
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  null,
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  null,
  "VCIT",
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  null,
  null,
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  "EXP",
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  null,
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  null,
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  null,
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  null,
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  "VTR",
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  null,
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "VRT",
  "R",
  "RGLD",
  "MUSA",
  "ATO",
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  "AON",
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  "GM",
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  "SF",
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  null,
  "USFD",
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  "DEO",
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  null,
  "GSLC",
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  null,
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  null,
  "IGIC",
  null,
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  null,
  null,
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  "RACE",
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  null,
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  "CMS",
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  null,
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  null,
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  "DOX",
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  null,
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  null,
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  null,
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  null,
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  "V",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  "AWK",
  null,
  null,
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  "MO",
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  "ITOT",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 1,007
Total Value: 2197375992
Accession Number: 0001633697-25-000006
Form Type: 13F-HR
CIK: sowell-financial-services
Manager Name: Sowell-Financial-Services

Data Enrichment

70% identified

709 identified298 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,007 positions • $2,197,375.992K total value

1,007 positions

Manager:

SEC FilingSEC DataHachi Filing

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25434V880

DFAX|25434V880

Shares:9.1K

Value:$237.6K

46138E719

Shares:13.1K

Value:$237.0K

336917109

Shares:5.5K

Value:$236.9K

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:772

Value:$236.7K

Murphy USA Inc.

MUSA|626755102

Shares:502

Value:$236.0K

Veralto Corp

VLTO|92338C103

Shares:2.4K

Value:$236.0K

808524805

SCHF|808524805

Shares:11.9K

Value:$235.0K

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.7K

Value:$234.5K

Champion Homes, Inc.

SKY|830830105

Shares:2.5K

Value:$233.2K

JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND

HTD|41013V100

Shares:9.7K

Value:$232.6K

Mondelez International, Inc.

MDLZ|609207105

Shares:3.4K

Value:$232.4K

EQUINOR ASA

EQNR|29446M102

Shares:8.8K

Value:$232.1K

BLACKROCK MUNIYIELD QUALITY FUND II, INC.

MQT|09254G108

Shares:23.2K

Value:$232.0K

MFS MULTIMARKET INCOME TRUST

MMT|552737108

Shares:49.9K

Value:$231.9K

910710102

Shares:20.0K

Value:$231.4K

92204A306

VDE|92204A306

Shares:1.8K

Value:$231.3K

EVEREST GROUP, LTD.

EG|G3223R108

Shares:635

Value:$230.8K

SUNCOR ENERGY INC

SU|867224107

Shares:5.9K

Value:$229.8K

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:2.1K

Value:$229.2K

46138E396

Shares:4.4K

Value:$228.0K

Instrument	Shares		Other Manager	Value
(DFAXcusip25434V880)	9.1K	QoQ NEW(+9.1K) YoY -98.62% (-649.2K)	All Managers (Combined)	$237.6K	QoQ NEW(+$237.6K) YoY -98.58% (-$16.5M)
(cusip46138E719)✕	13.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$237.0K	QoQ -0.11% (-$262) YoY -0.42% (-$1.0K)
(cusip336917109)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$236.9K	QoQ NEW(+$236.9K) YoY NEW(+$236.9K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	772	QoQ NEW(+772) YoY NEW(+772)	All Managers (Combined)	$236.7K	QoQ NEW(+$236.7K) YoY NEW(+$236.7K)
Murphy USA Inc.(MUSAcusip626755102)	502	QoQ NEW(+502) YoY NEW(+502)	All Managers (Combined)	$236.0K	QoQ NEW(+$236.0K) YoY NEW(+$236.0K)
Veralto Corp(VLTOcusip92338C103)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$236.0K	QoQ NEW(+$236.0K) YoY NEW(+$236.0K)
(SCHFcusip808524805)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$235.0K	QoQ NEW(+$235.0K) YoY NEW(+$235.0K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$234.5K	QoQ NEW(+$234.5K) YoY NEW(+$234.5K)
Champion Homes, Inc.(SKYcusip830830105)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$233.2K	QoQ NEW(+$233.2K) YoY NEW(+$233.2K)
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND(HTDcusip41013V100)	9.7K	QoQ NEW(+9.7K) YoY -33.56% (-4.9K)	All Managers (Combined)	$232.6K	QoQ NEW(+$232.6K) YoY -19.23% (-$55.4K)
Mondelez International, Inc.(MDLZcusip609207105)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$232.4K	QoQ NEW(+$232.4K) YoY NEW(+$232.4K)
EQUINOR ASA(EQNRcusip29446M102)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$232.1K	QoQ NEW(+$232.1K) YoY NEW(+$232.1K)
BLACKROCK MUNIYIELD QUALITY FUND II, INC.(MQTcusip09254G108)	23.2K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$232.0K	QoQ +1.41% (+$3.2K) YoY -5.30% (-$13.0K)
MFS MULTIMARKET INCOME TRUST(MMTcusip552737108)	49.9K	QoQ +1.06% (+528) YoY -4.50% (-2.4K)	All Managers (Combined)	$231.9K	QoQ +0.20% (+$482) YoY -4.15% (-$10.1K)
(cusip910710102)✕	20.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$231.4K	QoQ -14.04% (-$37.8K) YoY +8.13% (+$17.4K)
(VDEcusip92204A306)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$231.3K	QoQ NEW(+$231.3K) YoY NEW(+$231.3K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	635	QoQ NEW(+635) YoY NEW(+635)	All Managers (Combined)	$230.8K	QoQ NEW(+$230.8K) YoY NEW(+$230.8K)
SUNCOR ENERGY INC(SUcusip867224107)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$229.8K	QoQ NEW(+$229.8K) YoY NEW(+$229.8K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$229.2K	QoQ NEW(+$229.2K) YoY NEW(+$229.2K)
(cusip46138E396)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$228.0K	QoQ NEW(+$228.0K) YoY NEW(+$228.0K)